“All these concerns are absolutely valid, and they are impacting emerging markets, including India. It’s not just India that’s bearing the brunt of FII outflows—other emerging markets are experiencing similar …
“Most sectors are trading near peak valuations barring Financials. Some of the private banks are likely to see a re-rating as the liquidity scenario and credit environment normalises,” says George …
“If you look a little bit deeper into the numbers, then you will find that even within urban, urban metro cities was the one that actually slowed down very drastically …
Earnings growth is expected to pick up through the end of FY25 and improve gradually thereafter led by several growth sectors, Varun Sharma, Fund Manager, Motilal Oswal AMC, says.India’s earning …
“Also, the marriage season is going to be better and that will help a lot of the discretionary demand in terms of gifting, in terms of paints, etc. So, we …
“NIM has come down to 2.80%. However, I clarify again, our domestic NIM is at a healthy number of 3.14%. So, definitely there has been some impact with the rising …
“I have always been and I remain over the long term very positive on the private sector banking universe. India if it continues to grow at about, say, 7% to …
“If you have such a frothy valuation 120 times, market is very unrelenting and that is why we have seen this kind of a strong cut. Yes, I do agree, …
“From a listed markets perspective, the energy transition theme and the e-commerce theme are considered part of the sunrise space in India,” says Sandip Bansal, Senior Portfolio Manager, ASK Investment …
“Established moat, large target addressable market (TAM), healthy ROCE, healthy cash flows and importantly management which is investing the cash flows for strong growth are key ingredients to make a …